Is there a way to show split of payments on transaction/invoice list.

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  • Updated 3 years ago
  • (Edited)
 We have patients requesting a listing of the years appointments, their payments and how they actually paid the account( hicaps, cash/credit card )
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Southside Health Care

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Posted 3 years ago

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Barry

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open patient chart
click on transactions tab
click Trans. Log
select preferred options and date range
print or preview to create pdf for email
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Southside Health Care

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Thanks Barry but within this option we want to show the payment methods for each payment - that is the split of Healthfund and gap paid. We currently use the transaction log then have to hand write in the payment split.
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Barry

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when I run the report it creates 3 lines for each patient transaction (assuming HICAPS and gap payment)
1 billing eg standard consult and total cost
2 HICAPS payment
3 gap payment
which is what I thought you are asking for "that is the split of Healthfund and gap paid"
or does the report for you not create what I can see when i run the report?
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Southside Health Care

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no it doesn't show breakup of payment..I'm thinking something has changed in an update, as I have always managed to do it for end of financial year printouts for patients
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Southside Health Care

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Our transactions report only lists a debit line and a credit line for each appointment.So next question is can we change some settings on the transaction report?
(Edited)